A. Mitchell Jr. McConnellFiling

Annual Report | Filed on 16 May 2016

This congressional financial disclosure from A. Mitchell Jr. McConnell (annual report) contains 63 stock trades. It was filed on 16 May 2016. Reported tickers include VMSXX, FUSEX, VFIAX, VGIAX, VGSLX, and 24 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

A. Mitchell Jr. McConnell

Filing Type

Annual Report

Filed Date

16 May 2016

View Original Filing

Transactions

63 transactions


American Funds Growth Fun... GFFFX	Purchase	23 Dec 2015	$1,001 - $15,000	UBS IRA (Dividend Reinvestment)
American Funds Growth Fun... GFFFX	Purchase	23 Dec 2015	$1,001 - $15,000	UBS Pension Trust
Vanguard Aggressive Growt...	Purchase	22 Dec 2015	$1,001 - $15,000	Vanguard 529 College Savings Plan
Vanguard 500 Index Admira... VFIAX	Sale (Partial)	18 Dec 2015	$1,001 - $15,000	Dividend transfer to Vanguard Tax-Exempt Money Market
Vanguard Tax-Exempt Money... VMSXX	Purchase	18 Dec 2015	$1,001 - $15,000	Transfer from Vanguard 500 Index
Vanguard 500 Index Admira... VFIAX	Purchase	18 Dec 2015	$1,001 - $15,000	IRA (Divident Reinvestment)
Vanguard 500 Index Admira... VFIAX	Purchase	18 Dec 2015	$1,001 - $15,000	Pension Trust (Dividend Reinvestment)
Vanguard 500 Index Admira... VFIAX	Purchase	18 Dec 2015	$1,001 - $15,000	Dividend Reinvestment
JHancock Disciplined Valu... JVLCX	Purchase	17 Dec 2015	$1,001 - $15,000	UBS PSP (Dividend Reinvestment)
Vanguard Growth & Income ... VGIAX	Purchase	16 Dec 2015	$1,001 - $15,000	Dividend Reinvestment
T. Rowe Price Science & T... PRSCX	Purchase	15 Dec 2015	$1,001 - $15,000	Dividend Reinvestment
T. Rowe Price Mid-Cap Gro... RPMGX	Purchase	14 Dec 2015	$15,001 - $50,000	Dividend Reinvestment
T. Rowe Price Small-Cap S... OTCFX	Purchase	14 Dec 2015	$1,001 - $15,000	Dividend Reinvestment
T. Rowe Price Blue Chip G... TRBCX	Purchase	14 Dec 2015	$1,001 - $15,000	Dividend Reinvestment
SPDR S&P 500 ETF SPY	Purchase	30 Nov 2015	$50,001 - $100,000	into Mitch IRA MLPA
iShares Russell 2000 IWM	Purchase	30 Nov 2015	$15,001 - $50,000	into Mitch IRA MLPA
Vanguard Mid-Cap ETF VO	Purchase	30 Nov 2015	$15,001 - $50,000	into Mitch IRA MLPA
Touchstone Mid Cap Y TMCPX	Sale (Full)	25 Nov 2015	$15,001 - $50,000	out of Mitch IRA MLPA
First Eagle US Value I FEVIX	Sale (Full)	25 Nov 2015	$15,001 - $50,000	out of Mitch IRA MLPA
AMG Yacktman Service YACKX	Sale (Full)	25 Nov 2015	$15,001 - $50,000	out of Mitch IRA MLPA
Royce Special Equity Invm... RYSEX	Sale (Full)	25 Nov 2015	$15,001 - $50,000	out of Mitch IRA MLPA
Vanguard 500 Index Admira... VFIAX	Purchase	6 Oct 2015	$15,001 - $50,000	From Fidelity Spartan 500 Index Inv (Heritage Foundation 403(b))
FUSEX - Fidelity Spartan ...	Sale (Full)	6 Oct 2015	$15,001 - $50,000	To Vanguard 500 Index Admiral (Heritage Foundation 403(b))
Vanguard 500 Index Admira... VFIAX	Sale (Partial)	18 Sept 2015	$1,001 - $15,000	Dividend transfer to Vanguard Tax-Exempt Money Market
Vanguard 500 Index Admira... VFIAX	Purchase	18 Sept 2015	$1,001 - $15,000	Dividend Reinvestment
Vanguard 500 Index Admira... VFIAX	Purchase	18 Sept 2015	$1,001 - $15,000	Pension Trust (Dividend Reinvestment)
Vanguard Tax-Exempt Money... VMSXX	Purchase	18 Sept 2015	$1,001 - $15,000	Transfer from Vanguard 500 Index
Vanguard Tax-Exempt Money... VMSXX	Purchase	17 Jul 2015	$100,001 - $250,000	n/a
Vanguard 500 Index Admira... VFIAX	Purchase	6 Jul 2015	$100,001 - $250,000	Pension Trust
Vanguard 500 Index Admira... VFIAX	Purchase	2 Jul 2015	$1,001 - $15,000	Pension Trust (from Vanguard Tax Exempt Money Market)
Vanguard Tax-Exempt Money... VMSXX	Sale (Full)	2 Jul 2015	$1,001 - $15,000	To Pension Trust
Vanguard 500 Index Admira... VFIAX	Purchase	19 Jun 2015	$1,001 - $15,000	Pension Trust (Dividend Reinvestment)
Vanguard Growth & Income ... VGIAX	Purchase	19 Jun 2015	$1,001 - $15,000	Dividend Reinvestment
Vanguard Tax-Exempt Money... VMSXX	Purchase	19 Jun 2015	$1,001 - $15,000	Transfer from Vanguard 500 Index
Vanguard 500 Index Admira... VFIAX	Purchase	19 Jun 2015	$1,001 - $15,000	Dividend Reinvestment
Vanguard 500 Index Admira... VFIAX	Sale (Partial)	19 Jun 2015	$1,001 - $15,000	Dividend transfer to Vanguard Tax-Exempt Money Market
Fidelity Spartan 500 Inde... FUSEX	Purchase	16 Jun 2015	$15,001 - $50,000	From Schwab Ret Adv Money (Heritage Foundation 403(b))
Schwab Retirement Advanta... SWIXX	Sale (Partial)	16 Jun 2015	$15,001 - $50,000	To Fidelity Spartan 500 Index Inv (Heritage Foundation 403(b))
Vanguard Tax-Exempt Money... VMSXX	Sale (Partial)	7 Apr 2015	$1,001 - $15,000	n/a
Vanguard REIT Index Adm VGSLX	Purchase	7 Apr 2015	$1,001 - $15,000	From Schwab Ret Adv Money (Heritage Foundation Retirement)
Royce Special Equity Inst... RSEIX	Purchase	7 Apr 2015	$1,001 - $15,000	From Schwab Ret Adv Money (Heritage Foundation Retirement)
Oakmark I OAKMX	Purchase	7 Apr 2015	$1,001 - $15,000	From Schwab Ret Adv Money (Heritage Foundation Retirement)
LSBRX - Loomis Sayles Bon...	Purchase	7 Apr 2015	$1,001 - $15,000	From Schwab Ret Adv Money (Heritage Foundation Retirement)
Fairholme FAIRX	Purchase	7 Apr 2015	$15,001 - $50,000	From Schwab Ret Adv Money (Heritage Foundation Retirement)
Westcore Plus Bond Instit... WIIBX	Purchase	7 Apr 2015	$1,001 - $15,000	From Schwab Ret Adv Money (Heritage Foundation Retirement)
Baron Asset Retail BARAX	Purchase	7 Apr 2015	$1,001 - $15,000	From Schwab Ret Adv Money (Heritage Foundation Retirement)
(Heritage Foundation Reti...	Sale (Partial)	7 Apr 2015	$100,001 - $250,000	Sale permitted purchase of various funds as disclosed below
Selected American Shares ... SLASX	Purchase	7 Apr 2015	$15,001 - $50,000	From Schwab Ret Adv Money (Heritage Foundation Retirement)
T. Rowe Price Emerging Ma... PRMSX	Purchase	7 Apr 2015	$1,001 - $15,000	From Schwab Ret Adv Money (Heritage Foundation Retirement)
Artisan International Val... ARTKX	Purchase	7 Apr 2015	$1,001 - $15,000	From Schwab Ret Adv Money (Heritage Foundation Retirement)
Vanguard Tax-Exempt Money... VMSXX	Sale (Partial)	20 Mar 2015	$1,001 - $15,000	n/a
Vanguard 500 Index Admira... VFIAX	Purchase	20 Mar 2015	$1,001 - $15,000	Dividend Reinvestment
Vanguard 500 Index Admira... VFIAX	Sale (Partial)	20 Mar 2015	$1,001 - $15,000	Dividend transfer to Vanguard Tax-Exempt Money Market
Vanguard Tax-Exempt Money... VMSXX	Purchase	20 Mar 2015	$1,001 - $15,000	Transfer from Vanguard 500 Index
Vanguard 500 Index Admira... VFIAX	Purchase	20 Mar 2015	$1,001 - $15,000	Pension Trust (Dividend Reinvestment)
Electron Global Fund L.P.	Purchase	1 Mar 2015	$250,001 - $500,000	Into Elaine L Chao Revocable Trust. This is the first year any assets have ...
Protective Life Corporati...	Sale (Full)	1 Feb 2015	$500,001 - $1,000,000	n/a
JHancock Disciplined Valu... JVLCX	Purchase	29 Jan 2015	$15,001 - $50,000	UBS PSP
JHancock International Gr... GONCX	Purchase	26 Jan 2015	$1,001 - $15,000	UBS PSP
UBS Bank USA Deposit Acco...	Sale (Partial)	5 Jan 2015	$15,001 - $50,000	UBS Pension Trust (to UBS PSP)
UBS Bank USA Deposit Acco...	Purchase	5 Jan 2015	$15,001 - $50,000	UBS PSP (from UBS Pension Trust)
Victory Munder Multi-Cap ... MNNAX	Purchase	1 Jan 2015	$1,001 - $15,000	From Victory Munder Growth Opportunities Fund Cl A
Victory Munder Growth Opp...	Sale (Full)	1 Jan 2015	$1,001 - $15,000	To Victory Munder Multi-Cap Fund Cl A